technology stocks

The largest SGX tech stocks going into 2019

SINGAPORE (Dec 26): The technology sector in Singapore is deemed to be highly cyclical and with the recent increase in global demand for electronic products and services, along with new entrants within the sector, competition has been heating up.

However, the competition within the sector has an economic impact of weighing both prices and margins.

Furthermore, the recent US-China trade dispute have also affected the technology sector’s supply and value chains, especially when the US announced that it would impose tariffs on industrially significant technology.

Trade war won't be full blown; stay overweight on US, says DBS

SINGAPORE (July 2): Worries over trade tensions between the US versus China and Europe may have rattled markets in recent months, but DBS believes that a protracted, full-blown war is not likely to happen.

“End of the day, this will be resolved, it will not be full blown. Everyone recognises the costs,” says the bank’s chief investment officer Hou Wey Fook (photo).

Heavyweight stocks disrupted by new technologies, shifting consumer behaviour

SINGAPORE (June 17): New technologies and shifting consumer behaviour are destroying the reliable returns once offered by some widely owned heavyweight stocks.

For example, ComfortDelGro for years generated steadily growing revenue by renting out their sea of blue Comfort taxis to drivers for about $100 a day. In April 2016, its fleet of Comfort taxis hit a peak of 12,800, up from some 10,000 back in 2005.

But things have been going downhill since then.

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